There are many unpredictable directions for gas in the energy transition - such as demand, amid more renewables and interconnectors. Also opportunities: gas+CCS/hydrogen/LNG. But full transition is still far away until battery development rules otherwise: spglobal.com/marketintellig…

Net-zero carbon emissions by 2050: "It's going to be through advanced technologies, things that don't exist today or need to be commercialized and operational, things like advanced small nuclear, biosequestration, CCS," | S&P Global Market Intelligence spglobal.com/marketintellig…

Oil and gas companies will reinvent themselves, wherever possible, as gas and renewables companies, and not just renewables, as is the case now with Eni. O&Gs also think 'gas' when they think 'Energy Transition' - after all, it's their core expertise. | spglobal.com/marketintellig…

If the Coronavirus impact intensified, idustrial power demand would be down almost 7.9 GW y-o-y in DE, IT and FR combined and industrial gas demand by at least 17.3 mcm/d in the three markets - we used the 2009 recession to model a worst case scenario : secure.pira.com/spotlight/glob…

Good opportunity to ask any questions you have on the impact on oil of all that's going on:

Spain is now one of the most impacted in Europe with the majority of cases in the Madrid area (1,388). Madrid is the third largest demand center in Spain, with 28.7TWh power demand in 2018. Similar measures as in Italy could really hit their services and industry demand.

I've put together a #Coronavirus twitter list made up of experts from epidemiology; virology; public health; stats modelling; science comms + will continue to add names to it as I find them x.com/i/lists/123819…

Free Fall ⬇️ from 15 years’ perspective EU carbon price crashed €3 today as #COVID19 panic smashed allowance demand and installations selling permits to raise cash 💶

China's industry production resumed post #COVID19 disruptions, with daily coal consumption at 6 major coast utilities now just 20% below previous years' level. Progress in inland provinces (Anhui, Hunan, Liaoning) is lagging behind, with 50%-70% returning.

If the credit quality of your counterparty becomes more of a risk, this may well be true - "The [...] pandemic [...] creates risks that are far beyond what has been experienced in the infrastructure and project finance sectors in many decades": spglobal.com/marketintellig…

The impact of the past week's COVID-19 measures on residential energy demand in the UK: octopus.energy/blog/domestic-…

The economic impact of this pandemic - "Risk aversion and a drying up of transaction volumes"... and it feels like only yesterday M&A renewable asset deals were in full swing. | S&P Global Market Intelligence spglobal.com/marketintellig…

Meanwhile, oil price crash + need to invest in the right direction/attract funds could make green projects more attractive - these analysts argue we can't see the same response as in 2008/9 towards renewables: montelnews.com/en/story/covid…

#energytransition #sustainableinvestment Towards the end of the EU council's statement, but still: "We should start to prepare the measures necessary to get back [...] to sustainable growth, integrating inter alia the green transition" consilium.europa.eu/media/43076/26…

Daily #gas demand allocations provide a reliable indicator of how #coronavirus is impacting industry across Europe, and its not looking good, although Italian demand seems to have now stabilized SPGlobalPlatts

If oil is like Boomers, gas is most assuredly Gen X; the former sucks up all the oxygen, with the world hanging on every word. The latter is endlessly thrown into a position of adjusting to the former’s every existential whim, all while being forced to listen to classic rock.

The recent collapse in the demand for everything from gasoline to milk highlights how significant our approach to storage will be in the future. At the top of the list will be power, which will need more balancing mechanisms, as its use accelerates into the transportation sector.

Tune in from 11am BST #PlattsLIVE plts.co/L7J950zydKQ

European coal demand has been wrecked... with our forecast for 2020 W. European coal fired generation at 38% of 2018 levels. Renewable's growth and coronavirus playing a role, but #1 driver is cheap gas vs. well supported EU ETS Carbon prices Ana-Maria Tolbaru Bruno Brunetti

I Hope This Email Finds You Well - a great little piece from the NY Times which proposes a more empathetic way of approaching our communication with colleagues during these times, allowing each other to show vulnerability nytimes.com/2020/08/19/sma…